Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 55 |
| 1 month | -0.018 | 0 | 58 |
| 3 months | 0.005 | 0 | 55 |
| 1 year | 0.069 | 0 | 23 |
| 3 years | 0.073 | 0 | 4 |
| 5 years | 0.027 | 0 | 14 |
| 10 years | 0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.086 | — |
| 2023 | 0.159 | — |
| 2022 | -0.222 | — |
| 2021 | 0.003 | — |
| 2020 | 0.008 | — |
| 2019 | 0.130 | — |
| 2018 | -0.031 | — |
| 2017 | 0.027 | — |
| 2016 | 0.116 | — |
| 2015 | 0.051 | — |
| 2014 | 0.028 | — |
| 2013 | -0.036 | — |
| 2012 | 0.198 | — |
| 2011 | -0.010 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.021 | 0.013 | 0.037 | 0.013 |
| 2023 | 0.043 | 0.043 | 0.004 | 0.061 |
| 2022 | -0.204 | -0.076 | 0.005 | 0.052 |
| 2021 | -0.020 | 0.029 | 0.007 | -0.012 |
| 2020 | -0.129 | 0.111 | -0.004 | 0.046 |
| 2019 | 0.038 | 0.033 | 0.040 | 0.013 |
| 2018 | -0.016 | -0.019 | -0.012 | 0.015 |
| 2017 | 0.022 | -0.007 | 0.005 | 0.007 |
| 2016 | 0.024 | 0.043 | 0.030 | 0.014 |
| 2015 | 0.056 | -0.003 | -0.019 | 0.018 |
| 2014 | -0.004 | 0.048 | -0.003 | -0.011 |
| 2013 | 0.009 | -0.053 | 0.001 | 0.006 |
| 2012 | 0.066 | 0.027 | 0.062 | 0.031 |
| 2011 | 0.013 | 0.003 | -0.052 | 0.027 |
| 2010 | 0.034 | 0.010 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.062 |
| 5 years | 0.021 |
| 10 years | 0.019 |